Completely agree here. I think the reduction in HBsAg in patients that seroconversion is more of a secondary observation. Something else is causing the 'cures', not the drop in HBsAg, I would guess something with cccDNA happens. Haven't completely worked it out yet.
I do think ARWR may have a delivery problem and have heard concerns of this from other buysiders who have talked with some real experts(not pretend ones like Dirk). 2nd gen LNP can achieve KD levels 5x higher and 1/8th the dose.
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